About this role
Role Overview
- Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department
- Deliver tax returns, extensions and estimates in both electronic and paper format
- Preparation of zero extensions in tax software
- E-Filing of tax returns
- Coordination of receipt of signed e-File authorizations
- Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
- Possess a general understanding of invoicing and reporting in a professional services environment
- Preparation of expense reports
- Handling confidential correspondence and files and new client set up
- Coordinating and managing workflow with the team
- Managing due date reporting for meeting IRS/Tax authorities deadline
- Management of partner prospects and leads
- Reporting in various programs
- Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
- Support with processing of certified mail
- Assist in front desk/receptionist rotation
Requirements
- 5+ years Administrative Experience; experience in a Tax Practice is a plus
- Intermediate to Advanced Excel. More importantly, the ability to be resourceful in learning Excel features and formulas
- Intermediate to Advanced Power Point and Word
- Technology Savvy
- Great interpersonal skills
- Skilled at managing upwards
Benefits
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.